Managing Projects

Select Settings > Projects from the sidebar to open the project list. Projects are the top-level containers for all time tracking, billing, and Time Flow work in AbleTime.

The Project List

The list displays all projects in a paginated grid. Each row shows:

• Name — a colored square representing the project color, the project name, a Default chip if the project is the organization’s default, and a summary line showing the number of categories and assigned users (or "All users" if open to everyone).

• Client — the client associated with the project, if any.

• Status — a colored chip showing Active, Suspended, or Archived.

• Tags — outlined chips for each tag assigned to the project.

Click a project name to open its view page. Each row also has a three-dot menu on the right with the following options:

• View — opens the project view page.

• Categories — jumps directly to the project categories section on the view page.

• Reports — opens the project report.

• Edit — opens the project edit form.

• Duplicate — opens the duplicate project form.

Filtering

A filter row appears above the grid with the following fields:

• Name — text search.

• Client — text search.

• Status — dropdown: Active, Suspended, or Archived (Archived only appears when Show Archived is enabled).

• Tags — text search.

Click the X button at the end of the filter row to clear all active filters.

Show Archived

Click the gear in the top-right corner of the app bar. A Show Archived toggle appears. Enabling it includes archived projects in the list and adds Archived to the status filter dropdown.

Adding a Project

Click the + button below the list, labeled Add Project, to open the edit form for a new project.

Project View Page

Click a project name in the list to open its view page. The page is divided into the project summary at the top, and collapsible sections for project categories and project personnel below.

Project Summary

The app bar at the top displays the project color swatch, the project name, and a Default Project chip if the project is the organization’s default. On the right side of the app bar:

• A back arrow returns you to the project list.

• A cog icon opens a menu with Edit and Duplicate options.

Below the app bar, the card body shows:

• Status — ACTIVE, SUSPENDED, or ARCHIVED in bold text. Suspended and Archived are highlighted in a warning color.

• User Access — ALL if all personnel can track time, or ASSIGNED PERSONNEL if only specific users are assigned.

• The project description, if one has been entered.

• Tags assigned to the project, displayed as outlined chips.

• Flow Board Stages — if the project has custom Flow Board (kanban-style board) Stages defined, they appear in two groups: Backlog and Doing, each showing their stage names as chips.

Project Categories

Below the summary is a collapsible Project Categories section showing the categories assigned to this project. For details on creating and editing project categories, see Categories.

Project Personnel

Below the project categories is a collapsible Project Personnel section. This section is only active when the project’s time tracking is set to Assigned Personnel. If the project allows all personnel, the section displays a message: "All Personnel can track time for this project."

When active, the personnel list displays a grid with the following columns:

• Username

• Role — PM for managers, administrators, and owners, or User for standard users. Each has a distinct icon and color.

• Status — a colored chip showing Active or Suspended.

A filter bar above the grid lets you search by Username and filter by Status.

Each row has a three-dot menu with:

• Suspend or Set Active — toggles the user’s status on this project.

• Remove — removes the user from the project after a confirmation dialog.

Assigning Personnel

Click the Assign Personnel button below the personnel list to open the assignment modal. The modal has two panes:

• Personnel — all active users in your organization who are not yet assigned to the project. A text field at the top lets you filter by name.

• Assigned To Project — users currently assigned to the project.

Click a user’s name in either pane to move them to the other. Users with a PM badge are managers, administrators, or owners. Click Save to apply the changes.

Editing a Project

Click Edit from the project view page’s cog menu, from the three-dot menu in the list, or the Add Project button for a new project. The edit form contains the following fields:

• Project Name — required. Changing the name automatically regenerates the stub unless manual editing is enabled.

• Task Prefix — 1 to 5 uppercase letters (A–Z). Used as the prefix for Time Flow task numbers. This field is locked once the project has categories with tasks.

• Stub — the URL-friendly identifier for the project, auto-generated from the name. A toggle switch lets you edit it manually. The stub must be at least 5 characters and can only contain letters, numbers, and hyphens. This field is locked once the project has Tasks assigned to it.

• Project Color — click the color swatch to open a color picker. The chosen color appears throughout the application wherever the project is displayed.

• Description — a free-text description of the project.

• Project State — Active, Suspended, or Archived. If the project is the default, this field is locked to Active.

• Client Name — select a client from the dropdown, or choose None.

• Time Tracking — All Personnel allows every user in the organization to track time to this project. Assigned Personnel restricts access to users explicitly assigned on the project’s personnel list.

• Project Budget — a monetary amount with the organization’s currency symbol. This field only appears if your organization has budget tracking enabled.

• Tags — an autocomplete field listing available project tags. Selected tags appear as chips above the field. Click the X on a chip to remove it.

• Kanban Stages — this section only appears if Time Flow (see Getting Started with Time Flow) is enabled. It contains two columns: Backlog Stages and Doing Stages. Each stage has a text field for the stage name, up/down arrows to reorder, and an X button to remove. Click Add Stage to add a new stage to either column.

Set as Default

A Set as Default toggle appears at the bottom of the form when the project is not already the default and has at least one category. When you enable the toggle, a dialog asks you to select which of the project’s categories should become the default category. The default project and category are pre-selected when users create new time entries.

Deleting a Project

A Delete button appears on the edit form only if the project is not the default and has no categories. Clicking it opens a confirmation dialog. Deletion cannot be undone.

Duplicating a Project

Select Duplicate from the three-dot menu in the project list or from the cog menu on the project view page. The duplicate form is the same as the edit form, but the name, description, client, and stub are cleared for you to fill in. The color, tags, task prefix, and Flow Board stages are carried over from the source project.

The Time Tracking dropdown includes an additional option: Same Personnel, which copies the source project’s personnel assignments to the new project.